Member Banking Specialist, Advice Centre

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone - because when our members do well, we believe our communities should do well too.

Member Banking Specialist, Advice Centre
- Sep 26, 2025

**Location(s)**: Help Headquarters

**Job Type**: Full Time Regular

**myWork Program**: Hybrid

**Starting Salary Range**: $49,700.00 - $57,200.00

**Background Screening Requirement**:

- Enhanced Criminal Record Check
- Credit Check
- Identity Verification
- Employment Verification
- References

**Job Purpose**
- As a Coast Capital Banking Specialist, you are a trusted advisor, who builds and manages relationships with our Members via our Advice Centre. While this job is posted as a Customer Banking Specialist, internally, we title it a Member Banking Specialist, always putting Members at the centre of everything we do.
- On any given shift you will perform a juggling act balancing a friendly sales and service approach with demonstrated ability to proactively listen and identify opportunities to deepen member relationships. By providing our Members with support and financial advice, we help them Build a Better Future, Together.
- If you’re looking to launch or continue to grow a long-term career in the financial industry with one of BC’s Top Employers, this is the opportunity for you. Don’t worry if you don’t have industry experience yet. We provide 6-8 weeks of full-time training to start to help you develop your long-term career in the Financial Services industry. This is a full-time role (37.5 hours per week) where you’ll work at our Head Office in Surrey with the option of working hybrid from home after passing training and probation.

**Accountabilities**
- Educate and provide digital support to members with online banking assistance including technical troubleshooting.
- Identify opportunities to further aid members by referring them to other lines of business within Coast Capital.

**Skills and Qualifications**
- 2+ years experience in either in a call centre, financial services or in a fast-paced service industry where you have been required to think quickly and be resourceful.
- Previous experience meeting and exceeding sales targets.
- The ability to manage complex, sensitive and sometimes stressful issues and deliver top-notch customer service to our members, each and every time in a fast-paced environment.
- Respond to a variety of clients about time-sensitive issues with empathy, tact, respect, and courtesy.
- Strong English verbal and written communication skills. A second language is considered an asset.
- Superior digital capability to help our members navigate their online banking or learn new technologies as they are introduced.
- Fast keyboarding speed to effectively document calls and complex information.
- Strong interest in continuous learning in a financial environment and the ability to take in information quickly.
- Comfort with following strict compliance processes and controls to protect members’ and their personal information and mitigate risk to Coast Capital.
- Strong collaboration skills, and desire to be a supportive and positive team player.
- Ability to work various shifts to meet our member's needs Monday to Saturday 7:30 am to 8:15 pm and Sundays 8:45 am to 5:45 pm (set rotation, posted in advance).

**Equity, Diversity & Inclusion at Coast Capital**

Why join Coast Capital Savings?
- **Purpose is our North Star.** We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- **Committed to inclusion and engagement.**We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- **A career that grows with you.** We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- **Work where you’re most effective.** In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- **Benefits that flex to the needs of you and your family.** We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- **Retirement options.** We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benef